Dan Ortoli
Financial Planner, Financial Services Representative, Investment Advisor Representative at Barnum Financial Group
- Role
- Financial Advisor, Financial Services Representative, Investment Advisor Representative at Barnum Financial Group
- Location
- Shelton, CT, US
- LinkedIn followers
- 500 followers
About Dan Ortoli
As a Financial Advisor and Financial Services Executive I partner with Barnum Financial…
Experience
Financial Advisor, Financial Services Representative, Investment Advisor Representative
Aug 1989 — Present · Shelton, CT, US
Barnum Financial Group provides a full range of investment and risk management products and services to over clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC Supervisory address: 6 Corporate Drive, Shelton CT 06484. Tel:
Education
Southern Connecticut State University
Bachelor’s Degree
1986 — 1992
Skills
- Wealth Management
- Investment Strategies
- Portfolio Management
- Estate Conservation Strategies
- Investments
- Life Insurance
- Investment Advisory
- Asset Allocation Strategies
- Retirement
- Mutual Funds
- Retirement Planning
- Disability Insurance
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